CPL
BTCI

CAP Partners LLC’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

CAP Partners LLC’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
7,733
+520
+7% +$17.4K 0.1% 150
2026
Q1 		$236K Buy
7,213
+903
+14% +$33.9K 0.13% 135
2025
Q4 		$278K Buy
6,310
+2,807
+80% +$144K 0.16% 118
2025
Q3 		$208K Buy
+3,503
New +$215K 0.12% 139

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAP Partners LLC's BTCI Position: Q2 2026 in Review

CAP Partners LLC increased its NEOS Bitcoin High Income ETF (BTCI) stake by 7.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,733 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #150.

CAP Partners LLC first reported a position in BTCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $278K in Q4 2025. 20 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • CAP Partners LLC held 7,733 shares of NEOS Bitcoin High Income ETF worth $208K as of Q2 2026.
  • CAP Partners LLC bought 520 NEOS Bitcoin High Income ETF shares in Q2 2026, an estimated $17.4K.
  • NEOS Bitcoin High Income ETF made up 0.1% of CAP Partners LLC's portfolio in Q2 2026, its #150 holding.
  • CAP Partners LLC first reported a position in NEOS Bitcoin High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • CAP Partners LLC's NEOS Bitcoin High Income ETF position peaked at $278K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.